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bmoetfs द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री bmoetfs या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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E233 – The Case for Global Equities, Today

18:25
 
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Manage episode 430690526 series 2769149
bmoetfs द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री bmoetfs या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (ticker: ZSP) BMO Global Equity Fund Active ETF Series (Ticker: BGEQ) BMO Global Innovators Fund Active ETF Series (Ticker: BGIN) BMO Global Infrastructure Fund Active ETF Series (Ticker: BGIF) BMO Global Dividend Opportunities Fund Active ETF Series (Ticker: BGDV) BGEQ, total returns as of 2024/06/28: 1 yr: 27.96%, SI: 29.74% BMO Global Equity Fund - F, performance as of 2024/06/30: 1 mo: 2.25%, 3 mo: 5.29%, 6 mo: 20.98%, YTD: 20.98%, 1 yr: 27.88%, 2 yr: 23.32%, 3 yr: 11.69%, 5 yr: 12.50%, SI: 10.24% BMO Global Innovators Fund - F, performance as of 2024/06/30: 1 mo: 4.97%, 3 mo: 4.72%, 6 mo: 23.46%, YTD: 23.46%, 1 yr: 35.01%, SI: 34.30% Morningstar: BMO Global Equity Fund Active ETF Series, BMO Global Equity Fund - F, as of June 30, 2024 Disclaimers: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorrable for returns (high returns), while higher percentile ranks are generally more favourable for risk measures (low risk). Percentile ranks within categories are most useful in those categories that have a large number of funds. For small universes, funds will be ranked at the highest percentage possible. For instance, if there are only two international hybrid funds with 10-year average total returns, Morningstar will assign a percentile rank of 1 to the top-performing fund, and the second fund will earn a percentile rank of 51 (indicating the fund underperformed 50% of the sample). For more details on the calculation of Morningstar star ratings or quartile rankings, click here. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
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262 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 430690526 series 2769149
bmoetfs द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री bmoetfs या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (ticker: ZSP) BMO Global Equity Fund Active ETF Series (Ticker: BGEQ) BMO Global Innovators Fund Active ETF Series (Ticker: BGIN) BMO Global Infrastructure Fund Active ETF Series (Ticker: BGIF) BMO Global Dividend Opportunities Fund Active ETF Series (Ticker: BGDV) BGEQ, total returns as of 2024/06/28: 1 yr: 27.96%, SI: 29.74% BMO Global Equity Fund - F, performance as of 2024/06/30: 1 mo: 2.25%, 3 mo: 5.29%, 6 mo: 20.98%, YTD: 20.98%, 1 yr: 27.88%, 2 yr: 23.32%, 3 yr: 11.69%, 5 yr: 12.50%, SI: 10.24% BMO Global Innovators Fund - F, performance as of 2024/06/30: 1 mo: 4.97%, 3 mo: 4.72%, 6 mo: 23.46%, YTD: 23.46%, 1 yr: 35.01%, SI: 34.30% Morningstar: BMO Global Equity Fund Active ETF Series, BMO Global Equity Fund - F, as of June 30, 2024 Disclaimers: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorrable for returns (high returns), while higher percentile ranks are generally more favourable for risk measures (low risk). Percentile ranks within categories are most useful in those categories that have a large number of funds. For small universes, funds will be ranked at the highest percentage possible. For instance, if there are only two international hybrid funds with 10-year average total returns, Morningstar will assign a percentile rank of 1 to the top-performing fund, and the second fund will earn a percentile rank of 51 (indicating the fund underperformed 50% of the sample). For more details on the calculation of Morningstar star ratings or quartile rankings, click here. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
  continue reading

262 एपिसोडस

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